IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407,841 shares; 2025Q1: 425,729 shares; 2025Q2: 455,887 shares; 2025Q3: 462,767 shares; 2025Q4: 472,993 shares; 2026Q1: 476,372 shares; 2026Q2: 482,471 shares; 2026Q3: 485,404 shares 485,404 $372M 25.46% +2,933 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,169,356 shares; 2025Q1: 1,180,542 shares; 2025Q2: 1,215,138 shares; 2025Q3: 1,233,425 shares; 2025Q4: 1,253,450 shares; 2026Q1: 1,053,744 shares; 2026Q2: 1,015,751 shares; 2026Q3: 936,821 shares 936,821 $120M 8.22% -78,930 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,659,799 shares; 2025Q1: 2,099,116 shares; 2025Q2: 2,219,090 shares; 2025Q3: 2,309,230 shares; 2025Q4: 2,392,021 shares; 2026Q1: 2,181,802 shares; 2026Q2: 2,167,764 shares; 2026Q3: 2,113,109 shares 2,113,109 $108M 7.41% -54,655 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,168 shares; 2025Q4: 103,459 shares; 2026Q1: 1,328,040 shares; 2026Q2: 2,292,105 shares; 2026Q3: 2,424,672 shares 2,424,672 $81M 5.55% +132,567 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437,176 shares; 2025Q3: 819,505 shares; 2025Q4: 884,218 shares; 2026Q1: 1,011,249 shares; 2026Q2: 1,080,779 shares; 2026Q3: 1,214,201 shares 1,214,201 $60.6M 4.15% +133,422 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697,004 shares; 2026Q2: 1,042,003 shares; 2026Q3: 1,305,824 shares 1,305,824 $52.1M 3.57% +263,821 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,102 shares; 2025Q1: 104,302 shares; 2025Q2: 137,259 shares; 2025Q3: 136,429 shares; 2025Q4: 138,524 shares; 2026Q1: 141,414 shares; 2026Q2: 159,148 shares; 2026Q3: 147,517 shares 147,517 $49.1M 3.36% -11,631 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 456,632 shares; 2025Q1: 513,093 shares; 2025Q2: 669,617 shares; 2025Q3: 719,289 shares; 2025Q4: 749,564 shares; 2026Q1: 859,924 shares; 2026Q2: 880,835 shares; 2026Q3: 970,967 shares 970,967 $49M 3.36% +90,132 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 327,732 shares; 2025Q1: 345,410 shares; 2025Q2: 346,174 shares; 2025Q3: 350,615 shares; 2025Q4: 356,517 shares; 2026Q1: 280,152 shares; 2026Q2: 270,550 shares; 2026Q3: 251,434 shares 251,434 $44.5M 3.05% -19,116 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697,588 shares; 2025Q3: 704,759 shares; 2025Q4: 737,773 shares; 2026Q1: 865,826 shares; 2026Q2: 885,428 shares; 2026Q3: 930,849 shares 930,849 $37.1M 2.54% +45,421 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,286 shares; 2025Q1: 69,016 shares; 2025Q2: 66,763 shares; 2025Q3: 60,194 shares; 2025Q4: 68,464 shares; 2026Q1: 397,291 shares; 2026Q2: 449,543 shares; 2026Q3: 551,387 shares 551,387 $28.1M 1.93% +101,844 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 502,632 shares; 2025Q1: 556,957 shares; 2025Q2: 445,741 shares; 2025Q3: 437,412 shares; 2025Q4: 443,082 shares; 2026Q1: 433,826 shares; 2026Q2: 441,994 shares; 2026Q3: 495,898 shares 495,898 $28.1M 1.92% +53,904 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251,005 shares; 2025Q1: 228,880 shares; 2025Q2: 241,423 shares; 2025Q3: 254,916 shares; 2025Q4: 264,628 shares; 2026Q1: 256,757 shares; 2026Q2: 251,033 shares; 2026Q3: 262,472 shares 262,472 $26.4M 1.81% +11,439 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644,751 shares; 2025Q3: 837,726 shares; 2025Q4: 891,760 shares; 2026Q1: 1,006,461 shares; 2026Q2: 1,061,286 shares; 2026Q3: 1,143,887 shares 1,143,887 $24.4M 1.67% +82,601 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,846 shares; 2026Q1: 318,822 shares; 2026Q2: 413,367 shares; 2026Q3: 519,214 shares 519,214 $24.1M 1.65% +105,847 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,193 shares; 2025Q1: 24,210 shares; 2025Q2: 24,493 shares; 2025Q3: 24,712 shares; 2025Q4: 24,014 shares; 2026Q1: 24,064 shares; 2026Q2: 25,676 shares; 2026Q3: 26,011 shares 26,011 $18.2M 1.25% +335 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,845 shares; 2025Q1: 221,918 shares; 2025Q2: 235,616 shares; 2025Q3: 246,265 shares; 2025Q4: 255,890 shares; 2026Q1: 303,174 shares; 2026Q2: 329,963 shares; 2026Q3: 399,925 shares 399,925 $18.1M 1.24% +69,962 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,549 shares; 2025Q1: 42,192 shares; 2025Q2: 45,052 shares; 2025Q3: 45,351 shares; 2025Q4: 44,327 shares; 2026Q1: 44,588 shares; 2026Q2: 46,567 shares; 2026Q3: 47,143 shares 47,143 $17.6M 1.21% +576 Timeline FREI FIDELITY SECS FD More: the full row for FIDELITY SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 716,951 shares 716,951 $17.2M 1.18% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,714,919 shares; 2025Q1: 2,403,657 shares; 2025Q2: 40,194 shares; 2025Q3: 46,643 shares; 2025Q4: 47,519 shares; 2026Q1: 69,860 shares; 2026Q2: 345,355 shares; 2026Q3: 631,853 shares 631,853 $12.8M 0.88% +286,498 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,504 shares; 2025Q1: 48,513 shares; 2025Q2: 48,515 shares; 2025Q3: 48,518 shares; 2025Q4: 48,536 shares; 2026Q1: 48,555 shares; 2026Q2: 48,595 shares; 2026Q3: 48,615 shares 48,615 $12.7M 0.87% +20 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,711 shares; 2025Q1: 29,256 shares; 2025Q2: 30,508 shares; 2025Q3: 39,568 shares; 2025Q4: 61,698 shares; 2026Q1: 229,767 shares; 2026Q2: 278,360 shares; 2026Q3: 387,252 shares 387,252 $12.6M 0.86% +108,892 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $10.5M 0.72% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,879 shares; 2025Q1: 32,364 shares; 2025Q2: 33,725 shares; 2025Q3: 34,528 shares; 2025Q4: 39,218 shares; 2026Q1: 39,746 shares; 2026Q2: 39,450 shares; 2026Q3: 40,781 shares 40,781 $9.31M 0.64% +1,331 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,121 shares; 2025Q1: 10,130 shares; 2025Q2: 10,128 shares; 2025Q3: 10,096 shares; 2025Q4: 10,136 shares; 2026Q1: 10,137 shares; 2026Q2: 10,138 shares; 2026Q3: 10,147 shares 10,147 $9.14M 0.63% +9 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,682 shares; 2025Q1: 56,227 shares; 2025Q2: 56,225 shares; 2025Q3: 56,201 shares; 2025Q4: 56,203 shares; 2026Q1: 56,176 shares; 2026Q2: 56,188 shares; 2026Q3: 56,190 shares 56,190 $8.54M 0.59% +2 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,809 shares; 2025Q1: 15,346 shares; 2025Q2: 15,510 shares; 2025Q3: 15,352 shares; 2025Q4: 15,400 shares; 2026Q1: 15,461 shares; 2026Q2: 15,594 shares; 2026Q3: 16,041 shares 16,041 $8.23M 0.56% +447 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,778 shares; 2025Q1: 32,767 shares; 2025Q2: 33,650 shares; 2025Q3: 33,644 shares; 2025Q4: 33,544 shares; 2026Q1: 33,422 shares; 2026Q2: 33,162 shares; 2026Q3: 33,611 shares 33,611 $5.68M 0.39% +449 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,290 shares; 2025Q1: 92,986 shares; 2025Q2: 92,501 shares; 2025Q3: 88,374 shares; 2025Q4: 85,252 shares; 2026Q1: 84,556 shares; 2026Q2: 83,314 shares; 2026Q3: 82,915 shares 82,915 $5.36M 0.37% -399 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,181 shares; 2025Q1: 17,932 shares; 2025Q2: 18,564 shares; 2025Q3: 18,346 shares; 2025Q4: 19,162 shares; 2026Q1: 19,076 shares; 2026Q2: 19,629 shares; 2026Q3: 20,046 shares 20,046 $4.99M 0.34% +417 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,799 shares; 2025Q1: 47,274 shares; 2025Q2: 50,223 shares; 2025Q3: 53,240 shares; 2025Q4: 58,608 shares; 2026Q1: 86,584 shares; 2026Q2: 90,532 shares; 2026Q3: 102,089 shares 102,089 $4.83M 0.33% +11,557 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,331 shares; 2025Q1: 13,993 shares; 2025Q2: 14,443 shares; 2025Q3: 13,932 shares; 2025Q4: 14,025 shares; 2026Q1: 13,860 shares; 2026Q2: 13,502 shares; 2026Q3: 13,569 shares 13,569 $4.62M 0.32% +67 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 222,945 shares; 2025Q1: 228,677 shares; 2025Q2: 204,441 shares; 2025Q3: 225,925 shares; 2025Q4: 216,475 shares; 2026Q1: 218,296 shares; 2026Q2: 219,917 shares; 2026Q3: 210,890 shares 210,890 $4.51M 0.31% -9,027 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,989 shares; 2025Q1: 8,496 shares; 2025Q2: 8,737 shares; 2025Q3: 8,701 shares; 2025Q4: 8,588 shares; 2026Q1: 8,576 shares; 2026Q2: 8,620 shares; 2026Q3: 8,858 shares 8,858 $4.41M 0.3% +238 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,214 shares; 2025Q1: 13,805 shares; 2025Q2: 13,574 shares; 2025Q3: 13,058 shares; 2025Q4: 13,308 shares; 2026Q1: 13,452 shares; 2026Q2: 13,459 shares; 2026Q3: 12,817 shares 12,817 $4.24M 0.29% -642 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,317 shares; 2025Q1: 10,860 shares; 2025Q2: 10,829 shares; 2025Q3: 11,012 shares; 2025Q4: 12,016 shares; 2026Q1: 11,042 shares; 2026Q2: 11,212 shares; 2026Q3: 12,085 shares 12,085 $4.16M 0.28% +873 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,427 shares; 2025Q1: 58,231 shares; 2025Q2: 57,353 shares; 2025Q3: 58,725 shares; 2025Q4: 57,918 shares; 2026Q1: 60,030 shares; 2026Q2: 60,180 shares; 2026Q3: 60,422 shares 60,422 $4.07M 0.28% +242 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,035 shares; 2025Q1: 38,141 shares; 2025Q2: 43,199 shares; 2025Q3: 47,898 shares; 2025Q4: 52,071 shares; 2026Q1: 48,146 shares; 2026Q2: 41,755 shares; 2026Q3: 35,274 shares 35,274 $3.57M 0.24% -6,481 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,025 shares; 2025Q1: 110,363 shares; 2025Q2: 110,689 shares; 2025Q3: 128,399 shares; 2025Q4: 111,561 shares; 2026Q1: 111,886 shares; 2026Q2: 112,180 shares; 2026Q3: 112,595 shares 112,595 $3.38M 0.23% +415 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,970 shares; 2026Q2: 41,194 shares; 2026Q3: 69,911 shares 69,911 $3.35M 0.23% +28,717 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,476 shares; 2025Q1: 9,015 shares; 2025Q2: 8,973 shares; 2025Q3: 11,813 shares; 2025Q4: 11,847 shares; 2026Q1: 11,848 shares; 2026Q2: 11,502 shares; 2026Q3: 11,578 shares 11,578 $3.29M 0.23% +76 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,811 shares; 2025Q1: 3,908 shares; 2025Q2: 3,376 shares; 2025Q3: 3,343 shares; 2025Q4: 3,894 shares; 2026Q1: 4,142 shares; 2026Q2: 3,939 shares; 2026Q3: 3,990 shares 3,990 $3.04M 0.21% +51 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179,664 shares; 2025Q1: 167,605 shares; 2025Q2: 169,926 shares; 2025Q3: 161,091 shares; 2025Q4: 163,997 shares; 2026Q1: 153,125 shares; 2026Q2: 89,004 shares; 2026Q3: 36,819 shares 36,819 $2.99M 0.2% -52,185 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,425 shares 17,425 $2.84M 0.19% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,367 shares; 2025Q1: 10,456 shares; 2025Q2: 10,732 shares; 2025Q3: 12,352 shares; 2025Q4: 12,425 shares; 2026Q1: 14,366 shares; 2026Q2: 13,866 shares; 2026Q3: 13,735 shares 13,735 $2.8M 0.19% -131 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,824 shares; 2025Q1: 56,164 shares; 2025Q2: 56,519 shares; 2025Q3: 56,825 shares; 2025Q4: 54,633 shares; 2026Q1: 54,596 shares; 2026Q2: 54,819 shares; 2026Q3: 54,326 shares 54,326 $2.68M 0.18% -493 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,104 shares; 2025Q1: 3,082 shares; 2025Q2: 3,272 shares; 2025Q3: 3,247 shares; 2025Q4: 3,237 shares; 2026Q1: 3,195 shares; 2026Q2: 3,191 shares; 2026Q3: 3,232 shares 3,232 $2.62M 0.18% +41 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,218 shares; 2025Q1: 9,893 shares; 2025Q2: 10,957 shares; 2025Q3: 10,006 shares; 2025Q4: 9,967 shares; 2026Q1: 9,710 shares; 2026Q2: 9,821 shares; 2026Q3: 9,790 shares 9,790 $2.59M 0.18% -31 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,704 shares; 2025Q1: 1,715 shares; 2025Q2: 1,514 shares; 2025Q3: 1,779 shares; 2025Q4: 2,626 shares; 2026Q1: 2,972 shares; 2026Q2: 2,736 shares; 2026Q3: 3,403 shares 3,403 $2.52M 0.17% +667 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 995,664 shares; 2025Q1: 103,962 shares; 2025Q2: 75,447 shares; 2025Q3: 64,887 shares; 2025Q4: 58,028 shares; 2026Q1: 53,490 shares; 2026Q2: 45,474 shares; 2026Q3: 37,418 shares 37,418 $2.5M 0.17% -8,056 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,699 shares; 2025Q1: 9,635 shares; 2025Q2: 9,626 shares; 2025Q3: 9,636 shares; 2025Q4: 9,651 shares; 2026Q1: 9,611 shares; 2026Q2: 9,472 shares; 2026Q3: 9,453 shares 9,453 $2.47M 0.17% -19 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,528 shares; 2025Q1: 26,339 shares; 2025Q2: 25,826 shares; 2025Q3: 24,765 shares; 2025Q4: 24,644 shares; 2026Q1: 24,527 shares; 2026Q2: 23,523 shares; 2026Q3: 22,774 shares 22,774 $2.45M 0.17% -749 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,032 shares; 2025Q1: 2,879 shares; 2025Q2: 3,065 shares; 2025Q3: 3,280 shares; 2025Q4: 3,385 shares; 2026Q1: 3,230 shares; 2026Q2: 3,287 shares; 2026Q3: 3,323 shares 3,323 $2.41M 0.17% +36 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,305 shares; 2025Q1: 87,419 shares; 2025Q2: 86,528 shares; 2025Q3: 86,428 shares; 2025Q4: 85,953 shares; 2026Q1: 85,557 shares; 2026Q2: 80,873 shares; 2026Q3: 80,962 shares 80,962 $2.37M 0.16% +89 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,951 shares; 2025Q1: 9,596 shares; 2025Q2: 9,741 shares; 2025Q3: 9,740 shares; 2025Q4: 9,904 shares; 2026Q1: 10,007 shares; 2026Q2: 9,645 shares; 2026Q3: 9,642 shares 9,642 $2.23M 0.15% -3 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,968 shares; 2025Q1: 46,008 shares; 2025Q2: 48,869 shares; 2025Q3: 51,169 shares; 2025Q4: 50,283 shares; 2026Q1: 50,841 shares; 2026Q2: 51,940 shares; 2026Q3: 48,270 shares 48,270 $2.21M 0.15% -3,670 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,189 shares; 2025Q1: 7,183 shares; 2025Q2: 7,188 shares; 2025Q3: 7,200 shares; 2025Q4: 7,310 shares; 2026Q1: 7,164 shares; 2026Q2: 7,166 shares; 2026Q3: 7,177 shares 7,177 $2.15M 0.15% +11 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,979 shares; 2025Q1: 1,907 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 2,033 shares; 2026Q2: 14,966 shares; 2026Q3: 15,612 shares 15,612 $1.96M 0.13% +646 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,227 shares; 2025Q1: 6,216 shares; 2025Q2: 6,153 shares; 2025Q3: 6,194 shares; 2025Q4: 6,397 shares; 2026Q1: 6,383 shares; 2026Q2: 5,110 shares; 2026Q3: 5,134 shares 5,134 $1.84M 0.13% +24 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,527 shares; 2026Q1: 1,575 shares; 2026Q2: 1,764 shares; 2026Q3: 1,730 shares 1,730 $1.84M 0.13% -34 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,362 shares; 2025Q1: 12,017 shares; 2025Q2: 12,120 shares; 2025Q3: 11,141 shares; 2025Q4: 11,041 shares; 2026Q1: 12,268 shares; 2026Q2: 12,202 shares; 2026Q3: 15,208 shares 15,208 $1.83M 0.13% +3,006 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,601 shares; 2025Q1: 6,672 shares; 2025Q2: 7,326 shares; 2025Q3: 7,306 shares; 2025Q4: 7,638 shares; 2026Q1: 7,900 shares; 2026Q2: 8,112 shares; 2026Q3: 7,810 shares 7,810 $1.82M 0.12% -302 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,766 shares; 2025Q1: 5,804 shares; 2025Q2: 5,323 shares; 2025Q3: 5,446 shares; 2025Q4: 5,578 shares; 2026Q1: 5,825 shares; 2026Q2: 5,727 shares; 2026Q3: 5,808 shares 5,808 $1.81M 0.12% +81 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,544 shares; 2025Q1: 1,925 shares; 2025Q2: 1,831 shares; 2025Q3: 1,809 shares; 2025Q4: 1,834 shares; 2026Q1: 1,893 shares; 2026Q2: 1,889 shares; 2026Q3: 1,824 shares 1,824 $1.66M 0.11% -65 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,070 shares; 2025Q1: 1,090 shares; 2025Q2: 1,322 shares; 2025Q3: 1,187 shares; 2025Q4: 1,169 shares; 2026Q1: 1,226 shares; 2026Q2: 1,285 shares; 2026Q3: 6,250 shares 6,250 $1.65M 0.11% +4,965 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,628 shares; 2025Q1: 13,398 shares; 2025Q2: 14,617 shares; 2025Q3: 14,693 shares; 2025Q4: 14,868 shares; 2026Q1: 14,846 shares; 2026Q2: 15,200 shares; 2026Q3: 15,604 shares 15,604 $1.62M 0.11% +404 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,228 shares; 2025Q1: 27,956 shares; 2025Q2: 28,809 shares; 2025Q3: 31,276 shares; 2025Q4: 35,477 shares; 2026Q1: 41,743 shares; 2026Q2: 42,245 shares; 2026Q3: 41,316 shares 41,316 $1.53M 0.1% -929 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,274 shares; 2025Q1: 1,271 shares; 2025Q2: 1,244 shares; 2025Q3: 1,230 shares; 2025Q4: 1,223 shares; 2026Q1: 1,262 shares; 2026Q2: 1,286 shares; 2026Q3: 1,301 shares 1,301 $1.51M 0.1% +15 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 527,832 shares; 2025Q1: 51,564 shares; 2025Q2: 15,354 shares; 2025Q3: 15,097 shares; 2025Q4: 14,792 shares; 2026Q1: 14,590 shares; 2026Q2: 12,916 shares; 2026Q3: 12,516 shares 12,516 $1.47M 0.1% -400 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,335 shares; 2025Q1: 1,358 shares; 2025Q2: 1,401 shares; 2025Q3: 1,418 shares; 2025Q4: 1,475 shares; 2026Q1: 1,516 shares; 2026Q2: 1,517 shares; 2026Q3: 1,538 shares 1,538 $1.46M 0.1% +21 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,453 shares; 2025Q1: 3,515 shares; 2025Q2: 5,471 shares; 2025Q3: 3,220 shares; 2025Q4: 3,793 shares; 2026Q1: 3,689 shares; 2026Q2: 3,542 shares; 2026Q3: 3,596 shares 3,596 $1.28M 0.09% +54 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,090 shares; 2025Q1: 22,663 shares; 2025Q2: 21,479 shares; 2025Q3: 21,232 shares; 2025Q4: 20,066 shares; 2026Q1: 17,998 shares; 2026Q2: 11,313 shares; 2026Q3: 10,921 shares 10,921 $1.24M 0.08% -392 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,344 shares; 2025Q1: 8,275 shares; 2025Q2: 7,589 shares; 2025Q3: 7,527 shares; 2025Q4: 7,539 shares; 2026Q1: 7,550 shares; 2026Q2: 7,558 shares; 2026Q3: 7,952 shares 7,952 $1.24M 0.08% +394 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,187 shares; 2025Q1: 8,034 shares; 2025Q2: 8,277 shares; 2025Q3: 8,037 shares; 2025Q4: 8,151 shares; 2026Q1: 8,570 shares; 2026Q2: 8,833 shares; 2026Q3: 8,991 shares 8,991 $1.23M 0.08% +158 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,871 shares; 2025Q1: 40,115 shares; 2025Q2: 46,088 shares; 2025Q3: 51,399 shares; 2025Q4: 51,021 shares; 2026Q1: 52,863 shares; 2026Q2: 57,220 shares; 2026Q3: 49,875 shares 49,875 $1.22M 0.08% -7,345 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,493 shares; 2025Q1: 11,454 shares; 2025Q2: 11,366 shares; 2025Q3: 11,377 shares; 2025Q4: 11,383 shares; 2026Q1: 11,664 shares; 2026Q2: 11,674 shares; 2026Q3: 11,662 shares 11,662 $1.19M 0.08% -12 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,659 shares; 2025Q1: 13,627 shares; 2025Q2: 13,436 shares; 2025Q3: 13,899 shares; 2025Q4: 13,690 shares; 2026Q1: 13,853 shares; 2026Q2: 13,566 shares; 2026Q3: 13,537 shares 13,537 $1.17M 0.08% -29 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,619 shares; 2025Q1: 23,630 shares; 2025Q2: 22,844 shares; 2025Q3: 21,918 shares; 2025Q4: 20,573 shares; 2026Q1: 20,584 shares; 2026Q2: 19,798 shares; 2026Q3: 19,808 shares 19,808 $1.15M 0.08% +10 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,392 shares; 2025Q3: 3,865 shares; 2025Q4: 4,299 shares; 2026Q1: 5,117 shares; 2026Q2: 6,007 shares; 2026Q3: 5,976 shares 5,976 $1.12M 0.08% -31 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,540 shares; 2025Q1: 5,663 shares; 2025Q2: 6,659 shares; 2025Q3: 5,630 shares; 2025Q4: 5,640 shares; 2026Q1: 5,641 shares; 2026Q2: 5,756 shares; 2026Q3: 5,795 shares 5,795 $1.11M 0.08% +39 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,121 shares; 2025Q1: 9,756 shares; 2025Q2: 7,214 shares; 2025Q3: 7,163 shares; 2025Q4: 7,357 shares; 2026Q1: 7,277 shares; 2026Q2: 7,070 shares; 2026Q3: 7,190 shares 7,190 $1.1M 0.08% +120 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,138 shares; 2025Q1: 2,125 shares; 2025Q2: 2,225 shares; 2025Q3: 2,159 shares; 2025Q4: 2,188 shares; 2026Q1: 2,137 shares; 2026Q2: 2,181 shares; 2026Q3: 2,144 shares 2,144 $1.09M 0.07% -37 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,436 shares; 2025Q1: 7,220 shares; 2025Q2: 6,397 shares; 2025Q3: 6,187 shares; 2025Q4: 6,178 shares; 2026Q1: 6,095 shares; 2026Q2: 6,033 shares; 2026Q3: 6,513 shares 6,513 $1.09M 0.07% +480 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,685 shares; 2025Q1: 19,830 shares; 2025Q2: 18,633 shares; 2025Q3: 16,877 shares; 2025Q4: 16,595 shares; 2026Q1: 15,640 shares; 2026Q2: 14,336 shares; 2026Q3: 12,968 shares 12,968 $1.05M 0.07% -1,368 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,242 shares; 2025Q1: 7,960 shares; 2025Q2: 7,441 shares; 2025Q3: 7,440 shares; 2025Q4: 7,404 shares; 2026Q1: 7,602 shares; 2026Q2: 7,616 shares; 2026Q3: 7,237 shares 7,237 $1.05M 0.07% -379 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,687 shares; 2025Q4: 1,868 shares; 2026Q1: 1,856 shares; 2026Q2: 1,761 shares; 2026Q3: 1,686 shares 1,686 $1.03M 0.07% -75 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,175 shares; 2025Q1: 16,107 shares; 2025Q2: 16,098 shares; 2025Q3: 16,199 shares; 2025Q4: 16,561 shares; 2026Q1: 16,462 shares; 2026Q2: 16,463 shares; 2026Q3: 14,240 shares 14,240 $1.02M 0.07% -2,223 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,732 shares; 2025Q1: 1,696 shares; 2025Q2: 1,896 shares; 2025Q3: 1,874 shares; 2025Q4: 1,907 shares; 2026Q1: 1,884 shares; 2026Q2: 1,857 shares; 2026Q3: 1,857 shares 1,857 $1.02M 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,972 shares; 2025Q1: 3,974 shares; 2025Q2: 3,975 shares; 2025Q3: 3,953 shares; 2025Q4: 3,868 shares; 2026Q1: 3,866 shares; 2026Q2: 3,867 shares; 2026Q3: 3,867 shares 3,867 $998K 0.07% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,772 shares; 2025Q4: 2,773 shares; 2026Q1: 2,890 shares; 2026Q2: 2,775 shares; 2026Q3: 2,834 shares 2,834 $997K 0.07% +59 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 451 shares; 2025Q4: 476 shares; 2026Q1: 480 shares; 2026Q2: 4,971 shares; 2026Q3: 5,047 shares 5,047 $984K 0.07% +76 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,857 shares; 2025Q1: 4,249 shares; 2025Q2: 10,183 shares; 2025Q3: 10,213 shares; 2025Q4: 11,615 shares; 2026Q1: 11,623 shares; 2026Q2: 11,689 shares; 2026Q3: 11,546 shares 11,546 $981K 0.07% -143 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,494 shares; 2025Q1: 8,103 shares; 2025Q2: 8,633 shares; 2025Q3: 7,970 shares; 2025Q4: 7,156 shares; 2026Q1: 6,615 shares; 2026Q2: 6,280 shares; 2026Q3: 6,311 shares 6,311 $917K 0.06% +31 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,812 shares; 2025Q1: 2,784 shares; 2025Q2: 3,080 shares; 2025Q3: 3,073 shares; 2025Q4: 2,786 shares; 2026Q1: 2,784 shares; 2026Q2: 11,134 shares; 2026Q3: 11,437 shares 11,437 $897K 0.06% +303 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,094 shares; 2025Q1: 3,232 shares; 2025Q2: 3,234 shares; 2025Q3: 3,138 shares; 2025Q4: 3,004 shares; 2026Q1: 3,020 shares; 2026Q2: 3,188 shares; 2026Q3: 3,169 shares 3,169 $887K 0.06% -19 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,749 shares; 2026Q2: 5,864 shares; 2026Q3: 5,867 shares 5,867 $849K 0.06% +3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,178 shares; 2025Q1: 3,585 shares; 2025Q2: 3,582 shares; 2025Q3: 3,919 shares; 2025Q4: 3,749 shares; 2026Q1: 3,596 shares; 2026Q2: 3,609 shares; 2026Q3: 3,752 shares 3,752 $825K 0.06% +143 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,945 shares; 2025Q1: 1,995 shares; 2025Q2: 1,903 shares; 2025Q3: 1,878 shares; 2025Q4: 1,889 shares; 2026Q1: 1,906 shares; 2026Q2: 1,931 shares; 2026Q3: 1,906 shares 1,906 $819K 0.06% -25 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,606 shares; 2025Q1: 4,693 shares; 2025Q2: 4,857 shares; 2025Q3: 4,849 shares; 2025Q4: 4,865 shares; 2026Q1: 5,625 shares; 2026Q2: 4,803 shares; 2026Q3: 4,789 shares 4,789 $796K 0.05% -14 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,259 shares; 2025Q1: 18,165 shares; 2025Q2: 18,187 shares; 2025Q3: 18,202 shares; 2025Q4: 18,219 shares; 2026Q1: 17,010 shares; 2026Q2: 17,028 shares; 2026Q3: 17,042 shares 17,042 $768K 0.05% +14 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,991 shares; 2025Q1: 11,944 shares; 2025Q2: 11,659 shares; 2025Q3: 13,375 shares; 2025Q4: 13,125 shares; 2026Q1: 13,513 shares; 2026Q2: 13,703 shares; 2026Q3: 13,634 shares 13,634 $742K 0.05% -69 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,665 shares; 2025Q1: 7,577 shares; 2025Q2: 6,790 shares; 2025Q3: 7,034 shares; 2025Q4: 7,023 shares; 2026Q1: 6,813 shares; 2026Q2: 6,836 shares; 2026Q3: 6,872 shares 6,872 $721K 0.05% +36 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,122 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,553 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 7,772 shares; 2026Q3: 7,774 shares 7,774 $720K 0.05% +2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 688 shares; 2025Q1: 770 shares; 2025Q2: 887 shares; 2025Q3: 911 shares; 2025Q4: 964 shares; 2026Q1: 985 shares; 2026Q2: 952 shares; 2026Q3: 947 shares 947 $718K 0.05% -5 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,539 shares; 2025Q1: 5,543 shares; 2025Q2: 4,876 shares; 2025Q3: 4,798 shares; 2025Q4: 4,802 shares; 2026Q1: 4,806 shares; 2026Q2: 4,809 shares; 2026Q3: 4,902 shares 4,902 $717K 0.05% +93 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,381 shares; 2025Q1: 2,777 shares; 2025Q2: 2,392 shares; 2025Q3: 2,395 shares; 2025Q4: 2,458 shares; 2026Q1: 2,585 shares; 2026Q2: 2,589 shares; 2026Q3: 2,625 shares 2,625 $714K 0.05% +36 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,368 shares; 2025Q1: 1,367 shares; 2025Q2: 1,376 shares; 2025Q3: 1,377 shares; 2025Q4: 1,378 shares; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares; 2026Q3: 1,401 shares 1,401 $713K 0.05% +15 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,049 shares 3,049 $712K 0.05% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,715 shares; 2025Q1: 15,754 shares; 2025Q2: 15,801 shares; 2025Q3: 15,845 shares; 2025Q4: 15,882 shares; 2026Q1: 15,921 shares; 2026Q2: 15,961 shares; 2026Q3: 15,995 shares 15,995 $711K 0.05% +34 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,435 shares; 2025Q1: 6,891 shares; 2025Q2: 6,911 shares; 2025Q3: 6,901 shares; 2025Q4: 7,837 shares; 2026Q1: 7,020 shares; 2026Q2: 7,028 shares; 2026Q3: 7,034 shares 7,034 $685K 0.05% +6 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,161 shares 8,161 $676K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,601 shares; 2025Q1: 2,368 shares; 2025Q2: 287 shares; 2025Q3: 2,212 shares; 2025Q4: 2,266 shares; 2026Q1: 2,248 shares; 2026Q2: 2,142 shares; 2026Q3: 2,190 shares 2,190 $666K 0.05% +48 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,472 shares; 2025Q1: 3,224 shares; 2025Q2: 3,276 shares; 2025Q3: 3,197 shares; 2025Q4: 3,286 shares; 2026Q1: 3,257 shares; 2026Q2: 3,538 shares; 2026Q3: 3,577 shares 3,577 $664K 0.05% +39 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,060 shares; 2025Q1: 5,187 shares; 2025Q2: 5,188 shares; 2025Q3: 4,945 shares; 2025Q4: 4,863 shares; 2026Q1: 4,922 shares; 2026Q2: 4,997 shares; 2026Q3: 5,010 shares 5,010 $663K 0.05% +13 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,380 shares; 2025Q1: 27,587 shares; 2025Q2: 26,303 shares; 2025Q3: 26,396 shares; 2025Q4: 23,358 shares; 2026Q1: 22,577 shares; 2026Q2: 22,620 shares; 2026Q3: 23,060 shares 23,060 $658K 0.05% +440 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,120 shares; 2025Q1: 12,328 shares; 2025Q2: 12,331 shares; 2025Q3: 12,355 shares; 2025Q4: 12,439 shares; 2026Q1: 11,944 shares; 2026Q2: 13,759 shares; 2026Q3: 14,075 shares 14,075 $655K 0.04% +316 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,917 shares; 2025Q4: 1,963 shares; 2026Q1: 1,917 shares; 2026Q2: 1,931 shares; 2026Q3: 1,937 shares 1,937 $636K 0.04% +6 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,473 shares; 2025Q1: 11,921 shares; 2025Q2: 8,954 shares; 2025Q3: 6,328 shares; 2025Q4: 8,609 shares; 2026Q1: 6,255 shares; 2026Q2: 6,273 shares; 2026Q3: 6,842 shares 6,842 $627K 0.04% +569 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,495 shares; 2025Q1: 3,001 shares; 2025Q2: 3,000 shares; 2025Q3: 2,661 shares; 2025Q4: 2,662 shares; 2026Q1: 2,780 shares; 2026Q2: 2,994 shares; 2026Q3: 2,838 shares 2,838 $613K 0.04% -156 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,742 shares; 2025Q1: 4,392 shares; 2025Q2: 4,515 shares; 2025Q3: 4,210 shares; 2025Q4: 4,898 shares; 2026Q1: 4,955 shares; 2026Q2: 5,031 shares; 2026Q3: 5,058 shares 5,058 $608K 0.04% +27 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,537 shares; 2025Q1: 1,536,689 shares; 2025Q2: 1,943,554 shares; 2025Q3: 1,929,240 shares; 2025Q4: 1,853,892 shares; 2026Q1: 889,007 shares; 2026Q2: 38,263 shares; 2026Q3: 15,005 shares 15,005 $598K 0.04% -23,258 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,413 shares; 2025Q1: 1,335 shares; 2025Q2: 1,343 shares; 2025Q3: 1,382 shares; 2025Q4: 1,392 shares; 2026Q1: 1,361 shares; 2026Q2: 1,367 shares; 2026Q3: 1,386 shares 1,386 $584K 0.04% +19 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,686 shares; 2025Q1: 38,364 shares; 2025Q2: 38,364 shares; 2025Q3: 38,962 shares; 2025Q4: 38,962 shares; 2026Q1: 38,962 shares; 2026Q2: 38,962 shares; 2026Q3: 38,962 shares 38,962 $577K 0.04% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,170 shares; 2025Q1: 9,208 shares; 2025Q2: 6,975 shares; 2025Q3: 6,976 shares; 2025Q4: 6,960 shares; 2026Q1: 6,315 shares; 2026Q2: 6,315 shares; 2026Q3: 6,315 shares 6,315 $571K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,704 shares; 2025Q1: 5,823 shares; 2025Q2: 5,653 shares; 2025Q3: 5,121 shares; 2025Q4: 5,107 shares; 2026Q1: 5,108 shares; 2026Q2: 5,209 shares; 2026Q3: 4,261 shares 4,261 $540K 0.04% -948 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,457 shares; 2026Q2: 2,181 shares; 2026Q3: 2,256 shares 2,256 $532K 0.04% +75 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 532 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 540 shares; 2025Q4: 1,624 shares; 2026Q1: 1,626 shares; 2026Q2: 1,610 shares; 2026Q3: 1,613 shares 1,613 $526K 0.04% +3 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,969 shares; 2025Q1: 5,447 shares; 2025Q2: 5,426 shares; 2025Q3: 4,909 shares; 2025Q4: 3,843 shares; 2026Q1: 3,839 shares; 2026Q2: 3,611 shares; 2026Q3: 3,537 shares 3,537 $514K 0.04% -74 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,050 shares; 2026Q3: 2,241 shares 2,241 $511K 0.04% +191 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: not reported; 2025Q4: 653 shares; 2026Q1: 848 shares; 2026Q2: 982 shares; 2026Q3: 1,444 shares 1,444 $507K 0.03% +462 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 464 shares; 2025Q2: 465 shares; 2025Q3: 486 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 3,904 shares; 2026Q3: 3,994 shares 3,994 $502K 0.03% +90 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,910 shares; 2025Q1: 6,448 shares; 2025Q2: 6,219 shares; 2025Q3: 6,346 shares; 2025Q4: 6,736 shares; 2026Q1: 6,362 shares; 2026Q2: 6,264 shares; 2026Q3: 6,266 shares 6,266 $502K 0.03% +2 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,680 shares; 2025Q1: 12,499 shares; 2025Q2: 8,066 shares; 2025Q3: 5,469 shares; 2025Q4: 10,079 shares; 2026Q1: 7,206 shares; 2026Q2: 6,439 shares; 2026Q3: 6,077 shares 6,077 $496K 0.03% -362 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,673 shares; 2025Q1: 2,643 shares; 2025Q2: 2,645 shares; 2025Q3: 2,632 shares; 2025Q4: 2,629 shares; 2026Q1: 2,642 shares; 2026Q2: 2,696 shares; 2026Q3: 2,683 shares 2,683 $495K 0.03% -13 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares; 2026Q3: 6,500 shares 6,500 $493K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,567 shares; 2025Q1: 1,399 shares; 2025Q2: 1,248 shares; 2025Q3: 1,483 shares; 2025Q4: 1,675 shares; 2026Q1: 1,516 shares; 2026Q2: 1,528 shares; 2026Q3: 2,275 shares 2,275 $473K 0.03% +747 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: not reported; 2026Q1: 1,201 shares; 2026Q2: 1,203 shares; 2026Q3: 1,211 shares 1,211 $469K 0.03% +8 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,126 shares; 2026Q3: 12,772 shares 12,772 $450K 0.03% +1,646 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,642 shares; 2025Q1: 4,665 shares; 2025Q2: 4,566 shares; 2025Q3: 4,689 shares; 2025Q4: 3,688 shares; 2026Q1: 3,690 shares; 2026Q2: 3,916 shares; 2026Q3: 3,936 shares 3,936 $449K 0.03% +20 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,300 shares; 2025Q1: 4,426 shares; 2025Q2: 4,328 shares; 2025Q3: 4,266 shares; 2025Q4: 4,256 shares; 2026Q1: 4,227 shares; 2026Q2: 4,679 shares; 2026Q3: 4,468 shares 4,468 $442K 0.03% -211 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147,161 shares; 2026Q1: 1,170,967 shares; 2026Q2: 1,168,414 shares; 2026Q3: 34,790 shares 34,790 $436K 0.03% -1,133,624 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,525 shares; 2025Q1: 10,541 shares; 2025Q2: 10,217 shares; 2025Q3: 11,422 shares; 2025Q4: 12,815 shares; 2026Q1: 13,130 shares; 2026Q2: 12,097 shares; 2026Q3: 12,069 shares 12,069 $434K 0.03% -28 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,857 shares 2,857 $431K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 4,031 shares; 2025Q4: 3,180 shares; 2026Q1: 3,227 shares; 2026Q2: 3,233 shares; 2026Q3: 3,293 shares 3,293 $426K 0.03% +60 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,361 shares; 2025Q1: 1,364 shares; 2025Q2: 1,383 shares; 2025Q3: 1,333 shares; 2025Q4: 1,286 shares; 2026Q1: 1,924 shares; 2026Q2: 1,928 shares; 2026Q3: 1,954 shares 1,954 $425K 0.03% +26 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,534 shares; 2025Q1: 2,484 shares; 2025Q2: 2,384 shares; 2025Q3: 2,354 shares; 2025Q4: 2,312 shares; 2026Q1: 2,024 shares; 2026Q2: 1,801 shares; 2026Q3: 1,421 shares 1,421 $395K 0.03% -380 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,745 shares; 2026Q2: 7,958 shares; 2026Q3: 8,042 shares 8,042 $387K 0.03% +84 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 504 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 506 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 556 shares; 2026Q3: 566 shares 566 $380K 0.03% +10 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,865 shares; 2025Q1: 1,946 shares; 2025Q2: 2,158 shares; 2025Q3: not reported; 2025Q4: 2,307 shares; 2026Q1: 2,324 shares; 2026Q2: 2,351 shares; 2026Q3: 2,365 shares 2,365 $371K 0.03% +14 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 577 shares; 2026Q2: 598 shares; 2026Q3: 603 shares 603 $367K 0.03% +5 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,286 shares; 2025Q3: 6,286 shares; 2025Q4: 6,678 shares; 2026Q1: 8,977 shares; 2026Q2: 8,627 shares; 2026Q3: 8,986 shares 8,986 $359K 0.02% +359 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,639 shares; 2026Q3: 1,640 shares 1,640 $346K 0.02% +1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,387 shares; 2025Q4: 1,371 shares; 2026Q1: 1,473 shares; 2026Q2: 1,719 shares; 2026Q3: 1,803 shares 1,803 $339K 0.02% +84 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,464 shares; 2025Q1: 8,499 shares; 2025Q2: 8,899 shares; 2025Q3: 8,912 shares; 2025Q4: 10,929 shares; 2026Q1: 10,951 shares; 2026Q2: 11,022 shares; 2026Q3: 11,045 shares 11,045 $333K 0.02% +23 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,849 shares; 2025Q1: 2,959 shares; 2025Q2: 2,959 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,006 shares; 2026Q2: 2,970 shares; 2026Q3: 3,054 shares 3,054 $328K 0.02% +84 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,393 shares; 2025Q1: 2,301 shares; 2025Q2: 2,108 shares; 2025Q3: 2,097 shares; 2025Q4: 2,101 shares; 2026Q1: 2,076 shares; 2026Q2: 2,080 shares; 2026Q3: 2,083 shares 2,083 $328K 0.02% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 514 shares; 2025Q2: 515 shares; 2025Q3: 474 shares; 2025Q4: 494 shares; 2026Q1: 498 shares; 2026Q2: 297 shares; 2026Q3: 302 shares 302 $320K 0.02% +5 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,445 shares; 2025Q1: 1,358 shares; 2025Q2: 1,440 shares; 2025Q3: 1,276 shares; 2025Q4: 1,281 shares; 2026Q1: 1,264 shares; 2026Q2: 1,263 shares; 2026Q3: 1,253 shares 1,253 $318K 0.02% -10 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,823 shares; 2025Q1: 2,010 shares; 2025Q2: 2,017 shares; 2025Q3: 1,928 shares; 2025Q4: 1,934 shares; 2026Q1: 2,114 shares; 2026Q2: 2,054 shares; 2026Q3: 2,011 shares 2,011 $317K 0.02% -43 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,186 shares; 2026Q3: 3,524 shares 3,524 $316K 0.02% +338 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180 shares 180 $313K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,267 shares; 2025Q1: 1,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares; 2026Q2: 1,441 shares; 2026Q3: 1,404 shares 1,404 $312K 0.02% -37 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,710 shares; 2025Q1: 4,969 shares; 2025Q2: 4,844 shares; 2025Q3: 4,318 shares; 2025Q4: 4,364 shares; 2026Q1: 4,323 shares; 2026Q2: 4,210 shares; 2026Q3: 4,627 shares 4,627 $312K 0.02% +417 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,406 shares; 2026Q3: 2,396 shares 2,396 $311K 0.02% -10 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852 shares; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 548 shares; 2026Q1: 556 shares; 2026Q2: 3,890 shares; 2026Q3: 3,378 shares 3,378 $304K 0.02% -512 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,836 shares; 2025Q1: 8,894 shares; 2025Q2: 8,933 shares; 2025Q3: 8,915 shares; 2025Q4: 8,948 shares; 2026Q1: 8,997 shares; 2026Q2: 8,855 shares; 2026Q3: 8,880 shares 8,880 $301K 0.02% +25 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares; 2026Q2: 1,999 shares; 2026Q3: 1,999 shares 1,999 $293K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250 shares; 2025Q1: 1,329 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,332 shares; 2026Q3: 1,332 shares 1,332 $291K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,759 shares; 2026Q3: 2,719 shares 2,719 $289K 0.02% -40 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,997 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,025 shares; 2026Q3: 4,073 shares 4,073 $288K 0.02% +48 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,393 shares 2,393 $284K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,443 shares 1,443 $283K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 552 shares; 2026Q1: 551 shares; 2026Q2: 551 shares; 2026Q3: 547 shares 547 $282K 0.02% -4 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,381 shares; 2025Q1: 10,071 shares; 2025Q2: 9,996 shares; 2025Q3: 9,834 shares; 2025Q4: 9,839 shares; 2026Q1: 10,000 shares; 2026Q2: 10,082 shares; 2026Q3: 9,938 shares 9,938 $276K 0.02% -144 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,912 shares; 2025Q1: 4,126 shares; 2025Q2: 3,807 shares; 2025Q3: 4,157 shares; 2025Q4: 5,337 shares; 2026Q1: 4,017 shares; 2026Q2: 3,954 shares; 2026Q3: 3,052 shares 3,052 $273K 0.02% -902 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,333 shares; 2026Q1: 3,664 shares; 2026Q2: 3,678 shares; 2026Q3: 3,240 shares 3,240 $269K 0.02% -438 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,471 shares; 2025Q1: 1,367 shares; 2025Q2: 1,384 shares; 2025Q3: 1,394 shares; 2025Q4: 1,577 shares; 2026Q1: 1,493 shares; 2026Q2: 1,366 shares; 2026Q3: 1,433 shares 1,433 $267K 0.02% +67 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,535 shares; 2025Q2: 3,767 shares; 2025Q3: 3,833 shares; 2025Q4: 3,941 shares; 2026Q1: 4,058 shares; 2026Q2: 4,078 shares; 2026Q3: 3,846 shares 3,846 $263K 0.02% -232 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,256 shares; 2026Q1: 3,358 shares; 2026Q2: 3,371 shares; 2026Q3: 3,403 shares 3,403 $257K 0.02% +32 Timeline SSK ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,125 shares; 2026Q2: 14,448 shares; 2026Q3: 16,198 shares 16,198 $256K 0.02% +1,750 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,723 shares; 2025Q1: 18,020 shares; 2025Q2: 18,331 shares; 2025Q3: 14,680 shares; 2025Q4: 13,658 shares; 2026Q1: 11,550 shares; 2026Q2: 11,679 shares; 2026Q3: 10,787 shares 10,787 $253K 0.02% -892 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,702 shares; 2025Q2: 1,705 shares; 2025Q3: 2,097 shares; 2025Q4: 2,255 shares; 2026Q1: 2,068 shares; 2026Q2: 2,072 shares; 2026Q3: 1,664 shares 1,664 $253K 0.02% -408 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,639 shares; 2026Q3: 1,630 shares 1,630 $253K 0.02% -9 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 859 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 836 shares; 2025Q4: 810 shares; 2026Q1: 830 shares; 2026Q2: 902 shares; 2026Q3: 916 shares 916 $252K 0.02% +14 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,755 shares 1,755 $250K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,874 shares; 2025Q4: 2,900 shares; 2026Q1: 2,901 shares; 2026Q2: 2,904 shares; 2026Q3: 2,906 shares 2,906 $249K 0.02% +2 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 304 shares; 2025Q4: 3,560 shares; 2026Q1: 4,237 shares; 2026Q2: 74,201 shares; 2026Q3: 3,523 shares 3,523 $245K 0.02% -70,678 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,491 shares; 2026Q2: 3,502 shares; 2026Q3: 3,912 shares 3,912 $244K 0.02% +410 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,625 shares; 2026Q3: 2,990 shares 2,990 $243K 0.02% +365 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,003 shares 4,003 $240K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,432 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,912 shares; 2026Q3: 3,905 shares 3,905 $236K 0.02% -7 Timeline ZMUN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,772 shares 4,772 $236K 0.02% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,235 shares; 2025Q1: 3,940 shares; 2025Q2: 3,504 shares; 2025Q3: 3,533 shares; 2025Q4: 3,426 shares; 2026Q1: 3,370 shares; 2026Q2: 3,372 shares; 2026Q3: 3,419 shares 3,419 $232K 0.02% +47 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,094 shares; 2025Q1: 13,094 shares; 2025Q2: 9,744 shares; 2025Q3: 9,758 shares; 2025Q4: 9,773 shares; 2026Q1: 10,145 shares; 2026Q2: 10,163 shares; 2026Q3: 10,179 shares 10,179 $231K 0.02% +16 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares; 2026Q2: not reported; 2026Q3: 1,814 shares 1,814 $227K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,327 shares; 2025Q1: 1,488 shares; 2025Q2: 1,490 shares; 2025Q3: 1,385 shares; 2025Q4: 988 shares; 2026Q1: 936 shares; 2026Q2: 1,039 shares; 2026Q3: 978 shares 978 $226K 0.02% -61 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares; 2026Q2: 781 shares; 2026Q3: 781 shares 781 $225K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,778 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,443 shares; 2025Q4: not reported; 2026Q1: 4,316 shares; 2026Q2: 4,317 shares; 2026Q3: 4,327 shares 4,327 $225K 0.02% +10 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 963 shares; 2026Q3: 963 shares 963 $224K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,379 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,661 shares; 2025Q4: 4,274 shares; 2026Q1: 3,498 shares; 2026Q2: 3,499 shares; 2026Q3: 1,250 shares 1,250 $224K 0.02% -2,249 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,327 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,431 shares; 2025Q4: 1,394 shares; 2026Q1: 1,395 shares; 2026Q2: not reported; 2026Q3: 1,387 shares 1,387 $223K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 992 shares 992 $221K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 658 shares; 2026Q3: 674 shares 674 $219K 0.02% +16 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 707 shares; 2026Q2: 617 shares; 2026Q3: 573 shares 573 $218K 0.01% -44 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,169 shares; 2026Q3: 2,223 shares 2,223 $215K 0.01% +54 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares; 2026Q2: 1,355 shares; 2026Q3: 1,356 shares 1,356 $208K 0.01% +1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,777 shares; 2026Q1: 4,762 shares; 2026Q2: 4,974 shares; 2026Q3: 3,424 shares 3,424 $208K 0.01% -1,550 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,913 shares 5,913 $206K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 2,003 shares; 2026Q1: 2,006 shares; 2026Q2: 3,790 shares; 2026Q3: 3,794 shares 3,794 $205K 0.01% +4 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,777 shares; 2025Q4: not reported; 2026Q1: 3,417 shares; 2026Q2: 3,211 shares; 2026Q3: 3,211 shares 3,211 $205K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,361 shares 2,361 $204K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,123 shares; 2026Q3: 1,105 shares 1,105 $203K 0.01% -18 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares; 2026Q3: 112 shares 112 $203K 0.01% +3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,661 shares; 2026Q1: 1,769 shares; 2026Q2: not reported; 2026Q3: 2,399 shares 2,399 $202K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares; 2026Q3: 212 shares 212 $202K 0.01% +3 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,236 shares; 2025Q1: 4,694 shares; 2025Q2: 4,699 shares; 2025Q3: 4,705 shares; 2025Q4: 4,711 shares; 2026Q1: 4,722 shares; 2026Q2: 4,720 shares; 2026Q3: 4,431 shares 4,431 $200K 0.01% -289 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 267 shares; 2026Q3: 217 shares 217 $200K 0.01% -50 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,068 shares; 2025Q1: 12,339 shares; 2025Q2: 16,754 shares; 2025Q3: 20,334 shares; 2025Q4: 20,589 shares; 2026Q1: 20,252 shares; 2026Q2: 17,773 shares; 2026Q3: 15,447 shares 15,447 $174K 0.01% -2,326 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,478 shares; 2026Q2: 16,783 shares; 2026Q3: 18,047 shares 18,047 $164K 0.01% +1,264 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,974 shares; 2026Q2: 10,974 shares; 2026Q3: 10,974 shares 10,974 $109K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,250 shares; 2025Q2: 12,315 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,092 shares; 2026Q3: 10,299 shares 10,299 $96.9K 0.01% +207 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,036 shares; 2025Q1: 23,756 shares; 2025Q2: 30,008 shares; 2025Q3: 30,008 shares; 2025Q4: 30,008 shares; 2026Q1: 30,808 shares; 2026Q2: 31,068 shares; 2026Q3: 31,088 shares 31,088 $93.3K 0.01% +20 Timeline FISN DEEP FISSION INC More: the full row for DEEP FISSION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,666 shares; 2026Q3: 16,815 shares 16,815 $86.3K 0.01% +3,149 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,295 shares; 2025Q3: 29,295 shares; 2025Q4: 29,295 shares; 2026Q1: 29,295 shares; 2026Q2: 58,590 shares; 2026Q3: 58,590 shares 58,590 $44K <0.01% 0 Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,257 shares; 2025Q3: 11,257 shares; 2025Q4: 11,257 shares; 2026Q1: 11,257 shares; 2026Q2: 11,257 shares; 2026Q3: 11,257 shares 11,257 $28.7K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,680 shares; 2025Q1: 11,680 shares; 2025Q2: 11,680 shares; 2025Q3: 11,680 shares; 2025Q4: 11,680 shares; 2026Q1: 11,680 shares; 2026Q2: 11,680 shares; 2026Q3: 11,680 shares 11,680 $18.8K <0.01% 0 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,024 shares; 2026Q2: 22,024 shares; 2026Q3: 22,024 shares 22,024 $17.4K <0.01% 0 Timeline